Asset Class
| Asset | Type | Allocation | TER |
|---|---|---|---|
AEGE.XETRA iShares Global Aggregate Bond ESG SRI UCITS ETF EUR Hedged (Acc) • IE000APK27S2 | ETF | 73.0% | 0.1% |
EXXY.XETRA iShares Diversified Commodity Swap UCITS ETF (DE) • DE000A0H0728 | ETF | 7.0% | 0.46% |
IWDA.AS iShares Core MSCI World UCITS ETF USD (Acc) • IE00B4L5Y983 | ETF | 5.0% | 0.2% |
IWDP.AS iShares Developed Markets Property Yield UCITS ETF • IE00B1FZS350 | ETF | 5.0% | 0.59% |
SGLN.LSE iShares Physical Gold ETC • IE00B4ND3602 | ETF | 5.0% | 0.12% |
EMIM.AS iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) • IE00BKM4GZ66 | ETF | 5.0% | 0.18% |
| Total | 100.0% | 0.16% |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.9% | +1.9% | -2.1% | +1.8% | +0.7% | -0.5% | -0.8% | +1.1% | +0.1% | - | - | - | +4.1% |
| 2025 | +1.2% | +0.8% | -1.0% | -0.6% | +0.2% | +0.2% | +0.8% | +0.2% | +1.6% | +1.5% | +0.3% | -0.3% | +5.1% |
| 2024 | -0.1% | -0.3% | +1.8% | -1.1% | +0.5% | +1.3% | +1.0% | +0.9% | +1.7% | -0.8% | +1.5% | -0.9% | +5.7% |
| 2023 | +2.4% | -2.0% | +1.2% | -0.0% | -0.5% | +0.1% | +0.8% | -0.6% | -1.6% | -0.9% | +3.0% | +2.6% | +4.5% |
| 2022 | -1.2% | -0.7% | -0.2% | -1.6% | -0.9% | -2.9% | +3.6% | -2.5% | -3.6% | -1.1% | +1.6% | -1.7% | -10.8% |
| 2021 | - | - | - | - | - | - | - | +0.1% | -0.9% | +0.7% | +0.1% | +0.4% | +0.5% |
Minima volatilidad returned +1.60% a year over the 5 years above. Run those same monthly returns forward through 10,000 simulated paths, with your own savings and target retirement age, to see when they could reach your FIRE number.
Total Dividends Received
€76.98
20 payments
Dividend Yield
0.16%
(annualized)
Avg Per Payment
€3.85
per event
All dividends are automatically reinvested at the payment date. The portfolio value shown includes the compounding effect of dividend reinvestment.
| Year | Dividends |
|---|---|
| 2026 | €13.08 |
| 2025 | €15.86 |
| 2024 | €15.38 |
| 2023 | €14.98 |
| 2022 | €15.05 |
| 2021 | €2.59 |
| Total | €76.98 |